
Tobias Carlisle — Philosophy of the Markets (EP.66)
Infinite Loops
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The Misbehaviour of Markets by Mandlebrod
I love that mandlebrot book. Have read it multiple times. Just is, he has that humility with that absolutely first class rolls royce engine mind. I don't have any sort of philosophical objection to momentum at all. It's just that i believe the value stuff, the fundamental stuff, is in my bones. And so i decided that i would rather be more of an industrials style investor than a market operator. On my mount rushmore is warren buffet. I want to be a buffet style investor. There are lots of guys who, you know, jim simons is a market operator, as another quant who would say, what's thedifr
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